See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,164 | $48,076+10.6% | $78,689-32.4% | $62,891-15.5% |
| Participation rate | 47.1% | 65.2%-18.2pp | 73.6%-26.5pp | 69.3%-22.2pp |
| Annual return | 0.25% | 31.35%-31.1pp | 62.18%-61.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $353 | $2,015-82.5% | $2,851-87.6% | $2,281-84.5% |
| Participant deferral / active EE | $2,513 | $2,588-2.9% | $3,517-28.5% | $3,203-21.5% |
| Admin fee / account holder | $5,496 | $3,207+71.4% | $4,510+21.9% | $4,296+27.9% |